Investment Advisor-Equity

KEY RESPONSIBILITIES

1. New Client Acquisition & Client Retention

• Acquire clients through networking, market intelligence, references from existing clients and assigned leads from the organization (including inactive clients).
• Develop and sustain a long-term relationship with these clients.

2. Brokerage Generation

• Grow client AUM and generate brokerage.
• Achieve monthly and quarterly business targets across relevant segments.
• Onboard and transition newly acquired clients to the dealing desk for smooth interaction and services.

3. Product Knowledge & Advisory

• Monitor market trends, sector performance and domestic and global indicators.
• Share relevant market insights and stock ideas with clients.
• Introduce clients to the company's broader suite of wealth management products that help them meet their needs, including Mutual Funds, AIF, PMS, and IPOs.

BEHAVIOURAL COMPETENCIES

• Drive: Result-oriented, self-motivated, and proactive approach to work.
• Relationship Building: Strong networking and relationship-building capabilities.
• Communication: Clear and transparent communication that builds trust.